To transfer your ISA Account from your current ISA provider to IBKR please use the button above or log in to Client Portal and follow the steps:
- Log in to Client Portal
- Select Transfer & Pay
- Select Transfer Existing ISA
- Follow the steps on the screen
Depending on your ISA provider, IBKR may offer "In Species/Position Transfer" and "Cash only Transfers". Click here for more information: What is the difference between "In Species/Position Transfer" and "Cash only transfers" for ISA accounts?
What are the next steps?
- IBKR will contact your current ISA Manager to initiate the transfer of your account.
- If IBKR may not support all your investments held at your existing ISA Manager, you can either liquidate these investments yourself prior submitting your transfer instructions via Client Portal (any cash proceeds of such liquidation will be transferred to your IBKR ISA) OR you can instruct IBKR (as part of your transfer instructions via Client Portal) to do so on your behalf.
- For more information about unsupported assets click here: What can I invest in from my IBUKL Stocks and Shares ISA?
What your current financial institution may need from you:
- Your ISA provider must validate the account number provided on the request. Find more information here: Which account format do I have to use for my ISA transfer to avoid rejections of my transfer?
- ISA providers may reject transfer requests if the Name, Address (postal code), Date of Birth and NINO number on records are not identically. Find more information here: Which account information has to match to transfer from/to another ISA provider?
Timing:
Vary from a few business day up to 30 calendar days.
- Find more information here: How long does an ISA Transfer take to complete?
- IBKR will provide status on your transfer under Transaction Status & History.
Fees:
- Interactive Brokers does not charge for transfers (the transferring ISA manager may charge you for transferring investments or cash proceeds to us).
- What are the Transfer Charges for ISA?
Please Note
- At this time we do not support partial ISA transfers. Only full ISA transfers are supported.
- IBKR may not offer transfers for certain ISA providers. Please check if your ISA provider is in the list of available institutions once you create the transfer.
Additional Information